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| Hiltop Partners LLC
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| CRD # | 290981 |
| SEC # | 801-115255 |
| CIK # | |
| AUM | 616.4 M (2026-04-08) |
| Employees | 16 (38% Investors, 6% Brokers) |
| Fees | |
| Minimum | |
| Phone | 574-889-7526 |
| Address | 4100 Edison Lakes Parkway Mishawaka, IN 46545 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (8/4/2026) [Brochure] |
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Item 5: Fees and Compensation
comparable mutual fund with a more favorable return to investors is available that does not
include the payment of any 12b-1 or revenue sharing fees given the client’s individual needs
and priorities and anticipated transaction costs. In addition, the receipt of such fees can create
conflicts of interest in instances (i) where our adviser representative is also licensed as a
registered representative of a broker-dealer and receives a portion of 12b-1 and or revenue
sharing fees as compensation – such compensation creates an incentive for the investment
adviser representative to use programs which utilize funds that pay such additional
compensation; and (ii) where the custodian receives the entirety of the 12b-1 and/or revenue
sharing fees and takes the receipt of such fees into consideration in terms of benefits it may
elect to provide to the firm, even though such benefits may or may not benefit some or all
of the firm clients.
Part 2A of Form ADV: Hilltop Partners, LLC, Brochure |
| Account Minimums and Types of Clients — Form ADV Part 2A (8/4/2026) [Brochure] |
|---|
Item 7: Types of Clients
Hilltop Wealth offers its investment services to various types of clients including high-net-worth
individuals, trusts, corporations, partnerships, retirement plans, tax exempt, and other legal
entities.
Hilltop requires a total minimum fee of $6,250 and may elect, in its sole discretion, to waive any
portion of this minimum. For portfolio values less than $417,000, clients may be able to obtain
comparable services at a lower cost elsewhere.
Part 2A of Form ADV: Hilltop Partners, LLC, Brochure |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 635 | 207.7 |
| (b) Individuals (high net worth individuals) | 194 | 404.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 2.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,784 | 616.4 |
| By Discretionary | ||
| Discretionary | 2,629 | 600.2 |
| Non-Discretionary | 155 | 16.2 |
| Total | 2,784 | 616.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 615.9 | |
| Total | 2,784 | 616.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sovereign Wealth Advisors LLC
✚
|
TX | 625.1 M |
|
Hapanowicz & Associates Financial Services Inc
✚
|
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|
Capital Planning LLC
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WA | 617.7 M |
|
Clear Wave Wealth Management LLC
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NJ | 617.0 M |
|
West Wealth Group LLC
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|
CA | 616.7 M |
|
Greenbush Financial Group LLC
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|
NY | 616.5 M |
|
Catalina Capital Group LLC
✚
|
CA | 616.3 M |
|
Darwin Wealth Management LLC
✚
|
FL | 614.5 M |
|
Weinand Financial Inc
✚
|
WA | 610.4 M |
|
Wise Planning Inc
✚
|
610.3 M |